Echelon Financial - Austin (TX)

5 /5 Hollis Parker: I am writing to let you know how happy I am with your staff and the service I have received in the short time I have been working closely with you. Everything is easy to accomplish with Echelon. It is quick, electronic, and safe. Chris, you are responsive, knowledgeable, and easy to talk to and understand. You have made this transition for me so much less stressful. Kelly is friendly and easy to work with and was so helpful when I scheduled a trip to Austin to meet everyone. Kyle provided a tax return experience like Ive never seen. All electronic, very quick, very easy! I received an email receipt confirmation from the IRS very shortly after I submitted all the documentation for my return to Kyle. Thank you to you and your staff for taking such good care of me. I truly appreciate it. Ive got my seatbelt on and I am ready to stay the course. Thank you Hollis!

5 /5 Phibi Vassallo: Chris Wilbratte at Echelon has provided me with years of guidance on a wide range of financial matters. His experience and expertise with navigating the financial aspects of life events has been for me, personally, priceless. He has gone out of his way on multiple occasions to assist with aspects of these transitions by offering sound advice and options based on his knowledge of financial policies. He’s always been both willing and able to lay out options in detail and speak to how each option will play out. I’d recommend Chris, without hesitation, for all things financial - to anyone with financial goals.

5 /5 Donna-Lynn Musgrave: Ive known Chris for years, since he visited my workplace presenting information about annuities. I took his advice and watched my investment grow steadily. Recently, my husband also needed some financial advice, and Chris did the research and presented us with options, including the pros and cons of each. His help was invaluable. In these uncertain times, it feels good to be confident about our retirement income, and Chriss help has been a huge part of that. Highly recommend!

5 /5 Chrystal Huth: We have been working with Chris Wilbratte at Echelon Financial for nearly ten years now and couldnt be happier. Chris has become like family. He is professional, understanding, knowledgeable, and very relatable. He always makes time to meet with us to walk through our finances and investments and offer advice. Chris takes the time to explain everything and constantly helps us make the right decisions to secure our financial future. He has helped us develop our financial plan tailored to our financial goals and retirement objectives. He also holds our Wills and understands our wishes for our son should something happen to us, and that is a huge piece of mind to know that Chris will make sure that he is taken care of. There are no hidden commission fees; he is honest, transparent, and has his clients best interests in mind. We also use Echelon Financial Tax and CPA services for our personal and business taxes, and Kyle, the CPA, is incredible and knowledgeable about tax laws. I am so happy we have Chris and his fantastic team for our financial and accounting needs, and I have recommended his services to friends and family. Give them a call today! ​

5 /5 Karen Matt: I began working with Chris Wilbratte early in my teaching career. Ive always found him to be responsive and helpful. Now that Im closer to retiring, I reach out to Chris more often. He does an excellent job of explaining what I need to know and answering my questions. Additionally, Kelly in Client Services is very friendly and helpful. In short, the customer service is amazing, and I am very confident in the financial guidance I receive.